Close + Shift4Shop
Create new Shift4Shop customers for new Close leads
Effortlessly manage your new leads from Close and streamline your customer base in Shift4Shop with this automation. Whenever a new lead is added in Close, this workflow will create a new customer in Shift4Shop, ensuring you're always up-to-date with your clients. Save time and easily keep track of your customers without any manual intervention required.
Effortlessly manage your new leads from Close and streamline your customer base in Shift4Shop with this automation. Whenever a new lead is added in Close, this workflow will create a new customer in Shift4Shop, ensuring you're always up-to-date with your clients. Save time and easily keep track of your customers without any manual intervention required.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreates a new customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Result LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Result LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Order
Triggers when a new order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Changed
Triggers when a product changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product New
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerId
BillingFirstName
BillingLastName
BillingCompany
BillingAddress
BillingAddress2
BillingCity
BillingState
BillingZipCode
BillingCountry
BillingPhoneNumber
BillingEmail
ShipmentFirstName
ShipmentLastName
ShipmentCompany
ShipmentAddress
ShipmentAddress2
ShipmentCity
ShipmentState
ShipmentZipCode
ShipmentCountry
ShipmentPhone
ShipmentEmail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
PasswordRequired
BillingCompany
BillingFirstName
BillingLastName
BillingAddress1
BillingAddress2
BillingCity
BillingState
BillingZipCode
BillingCountry
BillingPhoneNumber
BillingTaxID
ShippingCompany
ShippingFirstName
ShippingLastName
ShippingAddress1
ShippingAddress2
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
ShippingPhoneNumber
ShippingAddressType
CustomerGroupID
Enabled
MailList
NonTaxable
DisableBillingSameAsShipping
Comments
AdditionalField1
AdditionalField2
AdditionalField3
TotalStoreCredit
ResetPassword
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sku
NameRequired
Cost
PriceRequired
RetailPrice
SalePrice
OnSale
Stock
Mfgid
ShortDescription
Gtin
NonTaxable
NotForSale
Hide
GiftCertificate
HomeSpecial
CategorySpecial
NonSearchable
ShipCost
Weight
Height
Width
Depth
SelfShip
FreeShipping
RewardPoints
RedeemPoints
DisableRewards
StockAlert
ReorderQuantity
InStockMessage
OutOfStockMessage
BackOrderMessage
InventoryControl
Description
Keywords
ExtraField1
ExtraField2
ExtraField3
ExtraField4
ExtraField5
ExtraField6
ExtraField7
ExtraField8
ExtraField9
ExtraField10
ExtraField11
ExtraField12
ExtraField13
FeatureTitle
FeatureDescription
MainImageFile
MainImageCaption
ThumbnailFile
AdditionalImageFile2
AdditionalImageCaption2
AdditionalImageFile3
AdditionalImageCaption3
AdditionalImageFile4
AdditionalImageCaption4
ImageGalleryFile
ImageGalleryCaption
ImageGallerySorting
CanonicalUrl
PriceLevel2
PriceLevel2Hide
PriceLevel3
PriceLevel3Hide
PriceLevel4
PriceLevel4Hide
PriceLevel5
PriceLevel5Hide
PriceLevel6
PriceLevel6Hide
PriceLevel7
PriceLevel7Hide
PriceLevel8
PriceLevel8Hide
PriceLevel9
PriceLevel9Hide
PriceLevel10
PriceLevel10Hide
Title
CustomFileName
MetaTags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderID
OrderStatusID
InternalComments
CustomerID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
Country
State
City
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your appSku
Name
Cost
Price
Stock
Hide
Free Shipping
On Sale
Non Tax
Not for Sale
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Status Change
Triggers when the status of an order is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Stock Changed
Triggers when a product stock changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderKeyRequired
ItemQuantity
CatalogIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BypassOrderProcessing
BypassOrderEmail
InvoiceNumberPrefix
InvoiceNumber
CustomerID
OrderDate
OrderStatusID
AlternateOrderID
BillingFirstNameRequired
BillingLastNameRequired
BillingCompany
BillingAddressRequired
BillingAddress2
BillingCityRequired
BillingState
BillingZipCode
BillingCountryRequired
BillingPhoneNumberRequired
BillingEmail
BillingOnLinePayment
BillingPaymentMethodID
ShipmentOrderStatus
ShipmentAddressRequired
ShipmentAddress2
ShipmentCityRequired
ShipmentCompany
ShipmentCountryRequired
ShipmentEmail
ShipmentFirstNameRequired
ShipmentLastNameRequired
ShipmentMethodName
ShipmentShippedDate
ShipmentPhoneRequired
ShipmentStateRequired
ShipmentZipCodeRequired
ShipmentTax
ShipmentTrackingCode
ShipmentNumberRequired
CatalogIDRequired
ItemID
ItemShipmentID
ItemQuantity
ItemDescription
ItemUnitPrice
ItemWeight
ItemOptionPrice
ItemUnitCost
ItemUnitStock
OrderDiscount
SalesTax
OrderAmount
TransactionID
TransactionDateTime
TransactionType
TransactionMethod
TransactionAmount
TransactionApproval
TransactionReference
TransactionCVV2
TransactionAVS
TransactionResponseText
TransactionResponseCode
TransactionCaptured
Referer
Ip
CustomerComments
InternalComments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sku
NameRequired
Cost
PriceRequired
RetailPrice
SalePrice
OnSale
Stock
ShortDescription
Gtin
Weight
Height
Width
Depth
Description
Keywords
MainImageFile
MainImageCaption
ThumbnailFile
AdditionalImageFile2
AdditionalImageCaption2
AdditionalImageFile3
AdditionalImageCaption3
AdditionalImageFile4
AdditionalImageCaption4
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderKeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoicePrefix
InvoiceNumber
OrderStatus
BillingEmail
DateStart
DateEnd
LastUpdateStart
LastUpdateEnd
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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CRM (Customer Relationship Management)About Shift4Shop
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.